Profile
First Name
Richard
Last Name
Osikowicz
Professions
Retirement Planning (401Ks)
Industry
Finance
Chapter
B2B Montgomery County
Member Role
B2B President
Member Bio
Richard is a Senior Wealth Advisor at Mercer Advisors. He brings more than 30 years of investment and retirement plan consulting experience, working with business owners, retirees, and retirement plan participants. He specializes in translating advance financial concepts into actionable steps that help individuals achieve their business & retirement goals. Richard earned his bachelor’s degree from Towson University in Economics & Political Science. He is a CERTIFIED FINANCIAL PLANNER®, Accredited Investment Fiduciary (AIF), and Certified Exit Planning Advisor (CEPA®).
Contact Details
Company Details
Company Name
Mercer Advisors
Job Title
Senior Wealth Manager
Street:
10055 Red Run Blvd. Suite 160
City:
Owings Mills
State:
Maryland
Zip code:
21117
About Us
For more than 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. We exist so that you don't have to worry about money in the following ways:
-A Unified In-House Team of planners, investors, accountants, and estate specialists that designs-and executes-your financial plan.
-A Hand-Picked Wealth Advisor who is focused on serving you, not on finding new clients.
-An Institutional-Grade Portfolio that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
-A Boutique Fiduciary with National Strength that combines intimate service and sophisticated capability, and only acts in your best interest.
-A Unified In-House Team of planners, investors, accountants, and estate specialists that designs-and executes-your financial plan.
-A Hand-Picked Wealth Advisor who is focused on serving you, not on finding new clients.
-An Institutional-Grade Portfolio that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
-A Boutique Fiduciary with National Strength that combines intimate service and sophisticated capability, and only acts in your best interest.
Services Provided
Personal Advisory Services, Retirement Plan Consulting, Investment Management, Financial Planning, Business Consulting, Insurance & Risk Management, Divorce Advisory, Accounting & Tax Services
Ideal Customers
1) Business Owners that need help with various aspects of managing their business, from start-up to exit strategy planning and everything in-between.2) Individuals that need help managing the complexities of investing and advanced financial planning concepts.
Employee Count of Clients
20-49
Revenue Size of Clients
$1+ million plus - $15 million